Description
Course Name: Certificate in Banking Sales Representative
Course Id: CBSR/Q1001.
Eligibility: 10+2 Grade (higher Secondary) or Equivalent.
Duration: One Month.
Objective: The Certificate in Banking Sales Representative is a specialized course designed to train individuals to work in the sales and customer service divisions of banks and financial institutions. The course focuses on developing skills needed for effectively selling banking products and services, managing customer relationships, and understanding the financial sector.
How to Enroll and Get Certified in Your Chosen Course:
Step 1- Select your Course for Certification.
Step 2- Click on Enroll Now.
Step 3- Proceed to Enroll Now.
Step 4- Fill your Enrollment details and proceed to Pay.
Step 5- You will be redirected to payment gateway, pay exam fee by following options.
Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.
Step 6- After payment you will receive e-learning books and online exam link on your email id.
Step 7- After completion of e-learning attempt online examination.
Step 8- After online examination you will get certificate soft copy(scan copy) and hard copy(Original with seal and sign).
Step 9- After certification you will get prospect Job opportunities as per your Interest area.
Online Examination Detail:
Duration- 60 minutes.
No. of Questions- 30. (Multiple Choice Questions).
Maximum Marks- 100, Passing Marks- 40%.
There is no negative marking in this module.
| Marking System: | ||||||
| S.No. | No. of Questions | Marks Each Question | Total Marks | |||
| 1 | 10 | 5 | 50 | |||
| 2 | 5 | 4 | 20 | |||
| 3 | 5 | 3 | 15 | |||
| 4 | 5 | 2 | 10 | |||
| 5 | 5 | 1 | 5 | |||
| 30 | 100 | |||||
| How Students will be Graded: | ||||||
| S.No. | Marks | Grade | ||||
| 1 | 91-100 | O (Outstanding) | ||||
| 2 | 81-90 | A+ (Excellent) | ||||
| 3 | 71-80 | A (Very Good) | ||||
| 4 | 61-70 | B (Good) | ||||
| 5 | 51-60 | C (Average) | ||||
| 6 | 40-50 | P (Pass) | ||||
| 7 | 0-40 | F (Fail) | ||||
Benefits of Certification:
- Government Authorized Assessment Agency Certification.
- Certificate Valid for Lifetime.
- Lifetime Verification of Certificate.
- Free Job Assistance as per your Interest Area.
Syllabus:
Introduction to Banking & Financial Services: Overview of banking sector, Types of banks and financial institutions, Role of banking in the economy, Core banking functions and operations, Regulatory bodies and banking laws, Types of banking products and services, Digital banking and fintech innovations, Customer expectations in banking, Banking ethics and professional conduct, Career opportunities in banking sales.
Fundamentals of Sales in Banking: Basics of sales and marketing in banking, Sales process and customer engagement, Understanding customer needs and profiling, Techniques for cross-selling and upselling, Handling objections and customer concerns, Building customer relationships, Lead generation strategies, Sales target setting and achievement, Performance tracking and key metrics, Case studies on successful banking sales strategies.
Banking Products & Services: Retail banking products (savings, current accounts), Loan products (personal, home, business loans), Credit cards and payment solutions, Investment products (fixed deposits, mutual funds, bonds), Insurance products (life, health, general), Foreign exchange and remittances, Business banking solutions, Wealth management and advisory services, Digital and mobile banking solutions, Emerging banking trends and innovations.
Customer Relationship Management (CRM) in Banking: Importance of CRM in banking sales, Customer acquisition and retention strategies, Personalized banking services, CRM tools and software, Managing customer feedback and complaints, Data-driven decision making in banking sales, Enhancing customer experience, Digital CRM and automation in banking, Ethical considerations in CRM, Case studies on successful customer relationship management.
Sales Techniques & Negotiation Skills: Consultative selling approach, Understanding customer psychology, Effective communication and persuasion techniques, Negotiation skills in banking sales, Handling high-value customers, Overcoming objections and closing deals, Sales presentations and product demonstrations, Follow-up strategies for customer retention, Role-playing exercises in banking sales, Case studies on successful negotiations in banking.
Digital Banking & Fintech Solutions: Introduction to digital banking, Internet and mobile banking platforms, Role of fintech in banking sales, Digital payment solutions (UPI, NEFT, RTGS, IMPS), Artificial intelligence (AI) in banking sales, Cybersecurity and fraud prevention, Customer onboarding through digital platforms, Online customer service and chatbots, Impact of blockchain in banking, Future trends in digital banking sales.
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